Overview of the form editor user interface

This topic applies to Dynamics 365 Customer Engagement (on-premises). For the Power Apps version of this topic, see: Overview of the model-driven form designer

The form editor displays commands in three tabs: File, Home, and Insert. More information:

• File tab
• Home tab
• Insert tab

The form editor is divided into three areas: Navigation, Body, and Explorer.

Navigation
Located on the left side, use the navigation area to control access to related entities or to add links to URLs to be displayed in the main pane of the form. To edit navigation, you must first select the Navigation command in the Select group of the Home tab.

Main forms provide navigation options through the navigation bar, but use the same data in the navigation area to control what navigation options are available. More information: Edit Navigation

Body
Located in the center, use the body area to control the layout of the form. You can select and drag form elements to position them. Double-clicking on an element will open the properties for the element.

By default, for the Case, Contact, and Account Main forms, the first section under the Summary tab shows the account or contact card form of type Quick View. For custom entities, this section is not available by default. You can insert a new section and a quick view form in it. The card form shows a maximum of five fields. Other than fields, it isn’t possible to show other controls in the Blue tile even if the quick view form contains it.

Note

To preserve the card format (as shown in the following image), we recommend that you do not move the quick view form to any other section on the form.

More information: Create and edit quick view forms

• To add a field, select it from the Field Explorer and drag it into a section.

  • To add an element that is not a field, select where you want to place it and use the appropriate command from the Insert tab add it.

  • To remove an element, select it and use the Remove command in the Edit group of the Home tab.

  • To edit the Header or Footer for the form you must first select the corresponding command in the Select group of the Home tab.

Explorer
Located on the right side, the content of the explorer area depends on the context.

When you select Body, Header, or Footer in the Select group of the Home tab, you’ll see the Field Explorer. Use the Field Explorer to drag fields you want to display into a section in the form or within the header or footer. You can include the same field multiple times in a form. Use the New Field button as a shortcut to create a new field.

When you select Navigation in the Select group of the Home tab you’ll see the Relationship Explorer. Drag any of the relationships into one of the groups within the navigation area. You cannot add the same relationship twice. Relationships are available based on how they are configured. If you configure a relationship to not display, it won’t display in the Relationship Explorer. For information about how to configure default display options for relationships, see Navigation pane item for primary entity.

You can use the New 1:N and New N:N buttons as a shortcut to add new entity relationships.

File tab

Select the File tab to add/view the following options:

• New Activity Add a new activity
• New Record Add a new record
• Tools Utilize options like Import data, Duplicate detection, and Bulk delete wizard
• Options Change the default display settings to personalize Microsoft Dynamics 365 Customer Engagement (on-premises), and manage your email templates
  • General
  • Synchronization
  • Activities
  • Formats
  • Email Templates
  • Email Signatures
  • Email
  • Privacy
  • Languages
• Help
• Close

Home tab

The Home tab displays the commands listed in the following table:

Group	Command	Description
Save	Save (Ctrl+S)	Save the form.
	Save As	Create a copy of this form with a different name.
	Save and Close	Save the form and close the form editor.
	Publish	Publish the form. More information: Publishing customizations
Edit	Change properties	Change properties of the selected item in the body. See the following sections depending on the selected item: - Tab Properties - Section properties - Common Field properties - Special field properties - Sub-grid properties - Quick view control properties
	Remove	Remove the selected item.
	Undo (Ctrl+Z)	Undo the previous action.
	Redo (Ctrl+Y)	Redo the previous action.
Select	Body	Edit the main body of the form.
	Header	Edit the form header.
	Footer	Edit the form footer.
	Navigation	Edit the form navigation. More information: Edit Navigation
Form	Business Rules	View, edit, or create new business rules with the Business Rules explorer. Note: For the interactive forms, only the “Entity” and “All Forms” scope is supported. More information: Create and edit business rules
	Form Properties	More information: Form Properties
	Preview	Use this to see how form looks after it is published. You can also preview to test scripts associated with from events.
	Enable Security Roles	Use this to set which security roles will have access to the forms. More information: Control access to forms Important: If you create a new form, only the System Administrator and System Customizer security roles will have access to the form. You must assign access to other security roles before people in your organization can use it.
	Show Dependencies	See which solution components depend on this form and which solution components are required by this form. More information: Solution dependencies
	Managed Properties	Managed properties command has two properties Customizable and Can be Deleted. Setting these properties to false means the form won’t be customizable and cannot be deleted after you included it in a solution, export that solution as a managed solution, and import that managed solution into a different organization. More information: Managed properties
Upgrade	Merge forms	If applicable, this option lets you merge this form with a form from a previous version of Dynamics 365 Customer Engagement (on-premises) form

Insert tab

The Insert tab displays the commands in the following table:

Group	Command	Description
	Section	Add a section to a selected tab. You can include a section with one to four columns. You can also insert a Reference panel in the interactive forms. Reference panel is also added as a section to the Main - Interactive experience form. By default the Reference panel section is added to the Case, Account, Contact and custom entity forms. More information: Section properties
3 Tabs	Three Columns	Insert a three-column tab with equal widths. More information: Tab Properties
	Three Columns	Insert a three-column tab with a wider middle column.
2 Tabs	Two Columns	Insert a two-column tab with a wider right column.
	Two Columns	Insert a two-column tab with a wider left column.
	Two Columns	Insert a two-column tab with equal width columns.
1 Tab	One Column	Insert a one-column tab.
Control	Sub-Grid	Format a sub-grid and insert it into the form. More information: Sub-grid properties
	Spacer	Insert an empty space.
	Quick View Form	Insert a Quick View Form. More information: Quick view control properties
	Web Resource	Insert a web resource to embed content from other locations in one page. More information: Web Resource properties
	IFRAME	You can add IFRAME to a form to integrate content from another website within a form.
	Timeline	Insert a timeline control in the form. This control shows the timeline of activities related to the entity on a form.
	Navigation Link	Using this option, you can insert a link into a form navigation.
	Timer	Insert a timer control to an entity form to track time against an SLA. More information: Add a timer control
	Knowledge Base Search	Insert a search control that users can use to search knowledge articles. More information: Knowledge Base Search control
	Relationship Assistant	Using this option, you can insert a relationship assistant control in the form.

Note

The following components aren’t supported in the Main forms:

• Bing maps
  
• Yammer
  
• Activity Feeds
  

See also

Use the Main form and its components